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CLBFX vs SIBAX
CLBFX vs SIBAX Comparison
Open Charts CLBFX vs SIBAX
American Funds American Balanced 529F
Price$38.97
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
CLBFX vs SIBAX Comparison Chart in %
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CLBFX vs. SIBAX commentary
Oct 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CLBFX is a Buy and SIBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. SIBAX (73.6M). CLBFX pays higher dividends than SIBAX: CLBFX (1.89) vs SIBAX (1.39). CLBFX was incepted earlier than SIBAX: CLBFX (23 years) vs SIBAX (32 years). SIBAX (1.11) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. SIBAX (33.30). CLBFX has a lower initial minimum investment than SIBAX: CLBFX (250) vs SIBAX (5000). SIBAX annual gain was more profitable for investors over the last year : 12.88 vs. CLBFX (10.08). CLBFX (45.54) and SIBAX (45.27) have equivalent 5 years return.
| CLBFX | SIBAX | CLBFX / SIBAX | |
| Total Expense Ratio | 0.67 | 0.91 | 74% |
| Annual Report Gross Expense Ratio | 0.67 | 1.11 | 60% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 15.062 | 11.464 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 73.6M | 361,413% |
| Annual Yield % from dividends | 1.89 | 1.39 | 136% |
| Returns for 1 year | 10.08 | 12.88 | 78% |
| Returns for 3 years | 53.26 | 58.09 | 92% |
| Returns for 5 years | 45.54 | 45.27 | 101% |
| Returns for 10 years | 93.79 | 108.77 | 86% |
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